Manage General Imaging Settings

You can set and modify general imaging settings for a Processing case in Enterprise. These settings, which are also found in eCapture, offer you the flexibility of customizing how files are imaged when ingested into your case. Settings modified in Enterprise are updated in eCapture, and vice-versa.

Follow the instructions below to learn how to modify general imaging settings in Enterprise, as well as to review detailed definitions for each setting.

Note: There are additional imaging settings available in eCapture. For further customization options, use the eCapture app. See Create a Streaming Discovery Job for more information.

View and Modify General Imaging Settings

To view and/or modify general imaging settings:

  1. Open Case Management and locate the Processing case whose settings you would like to view or modify.

  2. Click the hamburger icon corresponding to the needed case.

  3. From the menu that appears, select Case Settings.

  4. Click the Imaging tab at the top of the Case Settings work area.

  5. On the Imaging page, you can view a selection of General, Word, PowerPoint, and Excel imaging settings. To view and/or modify the full set of general imaging settings available in Enterprise, click the Manage General button.

  6. On the General page, update settings as needed. See the table below for more information about these settings.

  7. When finished, click the Save button in the top-right corner of the page. If you exit without saving, any changes you made will be lost.

    Note: You can discard any changes you have made by clicking the Cancel button in the top-right corner of the page, or by exiting the page.

Understand General Imaging Settings

Review the table below to learn more about the various settings you can update for general imaging in Enterprise.

Setting

Definition

Time Zone

Select the time zone to be applied to visible dates during image conversion. Use the dropdown to locate the needed time zone.

For more information about Time Zone Handling, see How IPRO eCapture Handles Dates and Time Zones.

Convert using Outside In (Stellant)

 

When selected, only Outside In (Stellent) is used to process images for the chosen file types. Select this option to:

  • Allow for faster and more consistent generation of images on the first pass

  • Reduce the amount of time spent manually QCing these document types

All files processed by Outside In (Stellent) receive the Stellent Processed flag in QC.

Note: Select the checkbox beside All to apply this setting to Word, PowerPoint, and Excel files. Alternatively, you can select the checkbox beside the individual file types to apply it to those files exclusively.

Color Handling

 

Specify color handling for specific file types during image conversion. You have the option to choose:

  • Black and White (1-bit) - Applies to all file types specified in the Custom section below.

  • Color (24-bit) - Applies to all file types specified in the Custom section below.

  • Custom - Select this option to specify color handling for specific file types:

    Note: Word, PowerPoint, and Excel settings updated here are also reflected in the Word, PowerPoint, and Excel sections of the Case Settings work area.

    • ClosedPDF

      PDF Color Depth - Select a PDF Color Depth. A PDF always uses the selected color depth setting in the PDF area. There are two possible outcomes:

      • Successful Use of the Adobe Library

        PDF Color Depth Options

        Rendered as

        As Is

        If Original is Black&White, then Group 4 TIFF; otherwise, it will be a JPG matching bit depth.

        Black and White (1-bit)

        Group 4 TIFF

        Color (24-bit)

        JPG

      • Unsuccessful Extraction of the Adobe Library

        PDF Color Depth Options

        Rendered as

        As Is

        Always 24-bit JPG

        Black and White (1-bit)

        Group 4 TIFF

        Color (24-bit)

        JPG

    • ClosedGeneral

      General Color Depth - Applies to everything else outside of the five types (Word, Excel, PowerPoint, PDf, and Native TIFF) that eCapture does not process through Oracle (formerly Stellent). There are three exceptions to this rule: Lotus Notes, Internet Explorer, and Outlook Express; which also fall under the General type. All other email, except for Lotus Notes and Outlook Express at this time, are always Group 4 TIFF because it is rendered from text.

      • Single Page Output Type

        General Color Depth Options

        Rendered as

        Black and White (1-bit)

        Group 4 TIFF

        Color (24-bit)

        JPEG

      • Multi-Page TIFF Output Type

        General Color Depth Options

        Rendered as

        Black and White (1-bit)

        Group 4 TIFF

        Color (24-bit)

        JTIFF - (JPEG compressed TIFF)

    • ClosedWord

      Word Color Depth - Select a color depth for Word documents. Color processing for Word documents is handled separately from color processing of other types of files. This setting is independent of the General Color Depth.

      • Single Page Output Type

        General Color Depth Options

        Rendered as

        Black and White (1-bit)

        Group 4 TIFF

        Color (24-bit)

        JPEG

      • Multi-Page TIFF Output Type

        General Color Depth Options

        Rendered as

        Black and White (1-bit)

        Group 4 TIFF

        Color (24-bit)

        JTIFF - (JPEG compressed TIFF)

    • ClosedImage

      Image Color Depth - Applies to: BMP, TIFF, PCX, GIF, WPG, WINDOWSICON, WINDOWSCURSOR, MACPAINT, CGM, DCX, SUNRASTER, KODAKPCD, PNG, DGN, PBM, and ADOBE PHOTOSHOP.

      Image Color Depth Options

      Rendered as

      As Is

      If Original is Black&White, then Group 4 TIFF; otherwise, it will be a JPG matching bit depth.

      Black and White (1-bit)

       

      Group 4 TIFF

      Color (24-bit)

       

      JPG

    • ClosedExcel

      Excel Color Depth - Set the Color Depth options. Color processing for Excel files is handled separately from color processing of other types of files. This setting is independent of the General Color Depth.

      Single Page Output Type

      General Color Depth Options

      Rendered as

      Black and White (1-bit)

      Group 4 TIFF

      Color (24-bit)

      JPEG

      Multi-Page TIFF Output Type

      General Color Depth Options

      Rendered as

      Black and White (1-bit)

      Group 4 TIFF

      Color (24-bit)

      JTIFF - (JPEG compressed TIFF)

    • ClosedPowerPoint

      PowerPoint Color Depth - Select the Color Depth to be used for processing PowerPoint presentations. Color processing for PowerPoint presentations is handled separately from color processing of other types of files. This setting is independent of the General Color Depth.

      Single Page Output Type

      General Color Depth Options

      Rendered as

      Black and White (1-bit)

      Group 4 TIFF

      Color (24-bit)

      JPEG

      Multi-Page TIFF Output Type

      General Color Depth Options

      Rendered as

      Black and White (1-bit)

      Group 4 TIFF

      Color (24-bit)

      JTIFF - (JPEG compressed TIFF)

Paper Size

Specify output paper size for files during image conversion. You have the option to choose:

  • Letter (8.5 x 11 in) - Applies to all file types specified in the Custom section below.

  • Custom - Select this option to specify paper sizes for specific file types. Use the drop-down menu to select an output paper size for the different file types.

    Note: General Paper Size refers to the paper size of all other file types not indicated in this section (i.e. for file types other than PDF, Word, Excel, and PowerPoint).

Blank pages handling

Remove blank pages - Select this option and then set the Blank page threshold (1 to 2000) to a value that eliminates the speckles without eliminating any punctuation marks from the pages. eCapture removes any images that have fewer "dots" than this threshold. If this setting is too high, you may lose images with a few short words. We suggest a setting of 50 as a starting point.

Miscellaneous file settings

Set the following options for handling specific file types:

  • Process CSV files with Microsoft Excel - Select this option to process CSV files by using Microsoft Excel instead of Outside In (Stellent).

  • Process HTML files with Internet Explorer - Select this option to process HTML files by using Internet Explorer instead of Outside In (Stellent).

  • Enable the display of internet linked images in emails - This option controls whether inline images are downloaded from the internet. Clearing this option can improve performance on environments that do not have internet access.

    Note: Environments must have access to the internet for this setting to work.

Lotus Notes

Set Lotus Notes options, as appropriate:

  • High speed (Optimized for speed)

  • Medium speed (Balance of speed and quality)

  • Low speed (Optimized for highest quality output)

Email cutoff text handling

Determine the priority order of handling cutoff text when identified during imaging. If all methods fail, the document can be identified by the "Email Cutoff Text Handling Failed" flag.

  • ClosedOutlook/EML

    Reposition items by left-clicking them, holding down the left-click button, and dragging them to the correct location in the list. Options include:

    • Attempt in landscape with shrink to fit

    • Attempt in portrait with shrink to fit

    • Attempt in RTF

    • Attempt in text

    • Assign "Email Cutoff Text Handling Failed" QC flag - This is the default setting. It cannot be repositioned.

  • ClosedLotus Notes

    Reposition items by left-clicking them, holding down the left-click button, and dragging them to the correct location in the list. Options include:

    • Attempt in Landscape

    • Attempt in Text

    • Assign "Email Cutoff Text Handling Failed" QC flag - This is the default setting. It cannot be repositioned.

 

Related Topics

Manage Word Imaging Settings

Manage PowerPoint Imaging Settings

Manage Excel Imaging Settings